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Associate custom view in schedule board

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Posted on by Janki Mali

Hi All,

I want to show only certain types of bookings in schedule board. For that I have created a view to filter those bookings. But I am not able to find a schedule board setting or any other way to associate that view so that I see all only those bookings.

Right now I see all active bookings in the schedule board what i want is to bookings which are narrow down by some additional filters.

Thanks in advance.

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Leah Ju Microsoft Employee on at

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Hi Partner,

The schedule board uses Dynamics 365 table views to assist with filtering and displaying the data that is presented on the board.

Please refer to this article for more details:

https://learn.microsoft.com/en-us/training/modules/customize-the-schedule-board-urs-dynamics-field-service/3-design-and-use-views-with-schedule-board

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Janki Mali 43 on at

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Hello @Leah Ju,

Thanks for responding. I understand that we can use bookable resource booking to change what details to be shown when we select booking or hover over it. But I have some different problem where I want to filter bookings in scheudle board. For ex. in below snippet I do not want to show bookings highlighted in Yellow

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Janki Mali 43 on at

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Does any body has any idea about this ?

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Artur Filar on at

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I don't think there is any settings like that. You can alter queries for requirements and resources, but not bookings. You always see what the resource schedule is. The only option I see is to set inactivate those booking records, or another option is to set the booking status to Canceled, and turn off the "show canceled" switch from schedule board settings.

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